January 2010

Whitlock Presents "Roth, or Not to Roth" to the Central Chapter of the Illinois CPA Society

Brian Whitlock, Partner in charge of Wealth Transfer and Philanthropy Services, addresses the Central Chapter of the Illinois CPA Society on Tuesday, January 19 in Morton, IL. In "Roth, or Not to Roth," he covers the new 2010 rules granting wealthy taxpayers the ability to convert their Regular IRAs and Qualified Plan Assets into Roth IRA Assets. 

Read Brian's "Roth, or Not to Roth" blog post on Untaxingly Yours. 


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